AES · 10-Q · 2026Q2 · Full report
Data Center Load Growth
AES CORP · 2026-08-04 · Importance 37 · Surprise 42 · In source text
AES Indiana filed an April 22, 2026 petition seeking IURC approval for generation resources and energy infrastructure investments to serve increasing territory demand, primarily from the planned Monrovia data center campus in Indiana. The plan includes acquiring two development-stage Indiana renewable projects, constructing energy storage at the existing Hardy Hills renewable facility, and making transmission-network upgrades. AES Indiana also seeks approval of a high-voltage electric-services agreement with the data-center customer containing financial assurances, minimum-demand commitments, and exit provisions to protect existing customers. An evidentiary hearing is scheduled for August 5–6, 2026, with a final IURC order anticipated in the fourth quarter of 2026.
Key facts
- On April 22, 2026, AES Indiana filed a petition seeking IURC approval of generation resources and energy infrastructure investments primarily driven by anticipated demand for a new data center campus in Monrovia, Indiana (the “Monrovia Project”). source
- AES Indiana is seeking approval to acquire two development-stage renewables projects located in Indiana and to develop and construct an energy storage project at its existing Hardy Hills renewable facility as part of the Monrovia petition filed April 22, 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | positive | probable | — | On April 22, 2026, AES Indiana filed a petition seeking IURC approval of generation resources and energy infrastructure investments… |
| assets | positive | probable | — | AES Indiana is seeking approval to acquire two development-stage renewables projects located in Indiana and to develop and construct an… |